Automated Emails to Managed By or Sales Person

Hi there,

In many of your email templates regarding client actions (like payment received from client, or contract signed by client) you now have the option to send these to the Managed By and/or the Sales Person of the transaction.

To activate this option, find the email template for the email you'd like to send to the Managed By or Sales Person. You can find these in you Settings --> Emails and Templates and then under the Templates tab (or many are linked in the Automated Emails tab as well. Once you've found the template, you'll see the option to Send To Managed By and Send To Sales Person under the Additional Recipients section.

If you have any questions about sending emails to the managed by or sales person, please reach out to our team either through your chat or by emailing [email protected].